Fabric for consultancies

A consultancy's most valuable asset is what it knows about its clients. Not the final deliverables, but the context behind them: why a recommendation was made, what was tried before, what the client's real constraints are, what was discussed on the call three months ago that reframed the whole engagement. That context lives in the heads of the consultants who did the work. When they roll off the project, or leave the firm, the context leaves with them. The next team starts from near-zero, re-asking questions the client already answered and re-learning things the firm already knew. Every consultancy has this problem. Almost none have solved it.

Fabric gives consultancies per-client spaces where every document, note, meeting record, and deliverable is searchable by meaning, with an AI that remembers the full history of every engagement.

Per-client spaces that hold the full picture

Every client engagement generates a specific body of knowledge: strategy documents, interview notes, financial models, slide decks, meeting transcripts, emails, research, and deliverables. In most firms, this material scatters across personal drives, email inboxes, and shared folders that nobody maintains after the project ends.

Fabric gives each client their own space. Everything related to the engagement, from the first proposal to the final deliverable, lives together and is searchable. When a consultant needs to know what was discussed at last quarter's steering committee, they search for it rather than asking the person who was in the room. When a client comes back two years later for a new engagement, the full history of the previous one is already there.

The AI assistant works from the material in each client space, so it can summarise where an engagement stands, recall past decisions, or pull together context for a new team member joining mid-project.

Institutional knowledge that survives people leaving

The hardest problem in consulting isn't doing good work. It's retaining what you learn. A senior consultant who's worked with a client for three years holds an irreplaceable amount of context. When they move on, that context disappears from the firm, and the client notices, because the next team asks questions that should have been answered already.

Fabric captures that context as a byproduct of the work itself. Meeting notes are transcribed with AI voice notes and searchable. Decisions are documented in notes and docs. Emails are forwarded to email-to-note. Research lives alongside deliverables. The context accumulates without anyone maintaining a separate knowledge management system.

When a new consultant joins an engagement, they search the client space and ask the AI to brief them. The knowledge transfer happens through the system, not through a handover meeting that covers half of what matters and none of what's specific.

Secure sharing with clients and stakeholders

Consultancies share sensitive material constantly: strategy decks, financial analyses, due diligence reports, interview findings. Every piece needs controlled access and ideally some visibility into whether the recipient has actually reviewed it.

Publish any document or collection with password protection and link analytics. Create individually named tracking links per recipient, so you know which client stakeholders have reviewed the latest deliverable and which haven't. Update the source file in Fabric and the published link reflects the change immediately, no re-sending.

For high-stakes sharing like due diligence or sensitive strategic material, the data room workflow gives you full control over access with audit visibility.

Research and analysis in one searchable place

Consulting engagements are research-intensive. Industry reports, competitor analyses, interview transcripts, survey data, financial models, and secondary sources all feed the work. In most firms, this research scatters across personal drives and dies when the engagement ends.

Fabric's AI search reads inside every file type and searches by meaning. Ask "what did we find about pricing pressure in the European logistics market" and get results across PDFs, notes, interview transcripts, and slide decks from any engagement. The AI assistant can synthesise across sources, compare findings, and identify gaps.

Over time, the firm's research library grows into a genuine competitive advantage. Work done for one client informs future engagements in the same sector. The investment in research compounds rather than resetting with each project.

Use cases for consultancies

The workflows consultancies run in Fabric: managing client work and deliverables with per-client spaces and tracked sharing, capturing meeting notes and follow-ups with transcription and task tracking, maintaining project documentation that survives team changes, running market research and competitive research with AI synthesis, building a team wiki for firm-wide processes and knowledge, onboarding new team members into engagements and the firm itself, and sharing material securely via data rooms and sales collateral.

A consultancy's day in Fabric

Morning. A manager preparing for a client steering committee searches the client space for everything discussed about the pricing workstream. The AI pulls together findings from three months of meeting notes, two research reports, and the latest draft deck. She walks into the meeting with a complete brief.

Mid-morning. During the meeting, a consultant records the discussion with voice notes. The transcript lands in the client space alongside existing notes. Action items are captured as tasks attached to the meeting record.

Afternoon. A new analyst joining the engagement searches the client space to understand the project history. She asks the AI to summarise the key decisions made in the first phase and the rationale behind the current approach. In twenty minutes, she has context that would have taken a week of shadowing.

End of day. The team publishes an updated deliverable with a tracked link per client stakeholder. The next morning, they can see who's reviewed it and follow up accordingly.

Get started

Give your consultancy per-client spaces where every engagement's knowledge is searchable, shareable, and retained. Try Fabric free.

See pricing for teams. For individual consultants managing their own client portfolio, see Fabric for consultants. For agency-style client management, see Fabric for agencies.

FAQs

Can we create separate spaces for each client?

Yes. Each client gets their own space with all engagement documents, notes, meeting records, and deliverables. Spaces are isolated, so one client's material is not visible to another.

Can the AI summarise a client engagement's history?

Yes. The AI assistant works from everything in the client space. Ask it to summarise the engagement, recall past decisions, list outstanding commitments, or prepare context for a new team member.

Does the knowledge persist when consultants leave the firm?

Yes. Everything captured in client spaces, meeting transcripts, notes, documents, emails, deliverables, stays searchable regardless of who created it. The knowledge belongs to the firm, not to individual consultants' memories.

Can we share deliverables with clients securely?

Yes. Publish with password protection and link analytics. Create named tracking links per recipient. Update the source file and the link reflects the change without re-sending.

Can we search across all client engagements at once?

Yes. Search within a specific client space for focused results, or search across your entire library to find past work, research, or patterns across engagements.

Can we record and transcribe client meetings?

Yes. AI voice notes record and transcribe meetings. The transcript becomes a searchable part of the client record. No meeting bot is required.

Can new consultants get up to speed on a client quickly?

Yes. A new team member searches the client space and asks the AI for context. The briefing is drawn from the full engagement history, not from whatever the previous consultant remembers to mention in a handover.

Can we forward client emails into the engagement space?

Yes. Forward any email to your email-to-note address and it becomes a searchable part of the client record.

Can we track tasks and follow-ups per engagement?

Yes. Tasks and reminders live in the client space alongside the documents and context they relate to.

How is this different from using SharePoint or Confluence?

SharePoint and Confluence are page-based systems that require deliberate structure and maintenance. Fabric holds every artifact type (documents, meeting transcripts, emails, PDFs, images, voice recordings) and makes all of it searchable by meaning, with an AI that synthesises across the full engagement history. The difference shows up when someone asks "what did we decide about pricing" and gets an answer in seconds rather than navigating a wiki.

Can we use Fabric alongside our existing tools?

Yes. Fabric connects to Google Drive, Dropbox, Notion, and Gmail, so existing client materials can be brought in. Fabric works alongside your PM tools, CRM, and other systems.

Is client data encrypted and secure?

Yes. Fabric uses AES-256 encryption and is CASA Tier 2 compliant. Client data is private by default and only accessible to people you've explicitly shared the space with.

Can we collaborate in real time on client work?

Yes. Real-time collaboration supports live cursors, follow mode, threaded comments, and @mentions across notes, canvas, and annotations.